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CFA Institute

Director, Learning Content

CFA charterholder strongly preferred. Candidates without the charter will also be considered where they bring equivalent industry credibility and learning content experience. Other relevant ...

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How much do cfa charterholder jobs pay per year?

As of Sep 5, 2026, the average yearly pay for cfa charterholder in the United States is $100,600.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $132,500.00 per year, depending on experience, location, and employer.

What is a CFA charterholder?

CFA Charterholders are professionals who have earned the Chartered Financial Analyst (CFA) designation, a globally recognized credential in investment management and financial analysis. To become a CFA Charterholder, individuals must pass three rigorous exams covering topics like ethics, portfolio management, and financial analysis, and also have at least four years of qualified work experience. CFA Charterholders are known for their expertise in investment analysis, commitment to ethical standards, and dedication to ongoing education. Many work in roles such as portfolio management, research analysis, and asset management.

What skills and qualifications are needed to be a CFA charterholder?

To thrive as a CFA Charterholder, you need deep expertise in investment analysis, portfolio management, and a thorough understanding of financial markets, typically demonstrated by completing the rigorous CFA Program and meeting professional experience requirements. Proficiency with financial modeling tools, Bloomberg terminals, and advanced Excel functions is commonly required. Strong analytical thinking, ethical judgment, and effective communication are vital soft skills that distinguish successful professionals in this field. These competencies are crucial for making sound investment decisions, upholding industry standards, and building trust with clients and stakeholders.

What career advancement opportunities are available to CFA charterholders?

CFA Charterholders often find that the designation opens doors to a variety of career advancement opportunities in investment banking, portfolio management, equity research, and risk analysis. Many charterholders progress from analyst positions to senior roles such as portfolio manager, chief investment officer, or even executive leadership within financial institutions. The CFA credential is widely respected and can also support lateral moves into specialized areas like ESG investing or fintech. Networking within the CFA community and ongoing professional development are key to maximizing these growth opportunities.

What is the difference between Cfa Charterholder vs Financial Analyst?

CriteriaCfa CharterholderFinancial Analyst
Required CredentialsChartered Financial Analyst (CFA) designationTypically a bachelor's degree; some roles prefer CFA or other certifications
Work EnvironmentInvestment firms, asset management, researchCorporate finance, investment banking, asset management
Industry UsageHigh in asset management, hedge funds, researchBroadly used across finance sectors

The Cfa Charterholder holds a prestigious certification focused on investment analysis and portfolio management, often working in asset management or research. Financial Analysts perform financial data analysis and support investment decisions but may not hold the CFA designation. While both roles operate in finance, the CFA Charterholder typically has advanced credentials and a more specialized focus on investment strategies.

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What states have the most Cfa Charterholder jobs?

States with the most job openings for Cfa Charterholder jobs include:

What job categories do people searching Cfa Charterholder jobs look for?

The top searched job categories for Cfa Charterholder jobs are:

Cfa Charterholder jobs near you
Infographic showing various Cfa Charterholder job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 7% Part Time, 6% Temporary, and 1% Contract. Highlights an 80% Physical, 9% Hybrid, and 11% Remote job distribution, with an average salary of $100,600 per year, or $48.4 per hour.

Client Portfolio Manager

Waldron Private Wealth

Plymouth, MI • On-site

Full-time

Posted 18 days ago

Job description

Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment portfolio management services, oversee the preparation of trades, rebalancing, and day-to-day management of client portfolios. This role will have a key focus on performance analysis and risk management that seeks to ensure a client’s portfolio aligns with their investment objectives, risk tolerance, and firm guidelines. 
In this role you will:
  1. Perform client portfolio management duties as assigned, including rebalancing, cash management, allocation changes, and performance reporting. 
  2. Manage the activities and execution of the investment functions for a variety of clients. 
  3. Develop portfolio allocation recommendations and oversee delivery of those recommendations. 
  4. Develop and monitor custom portfolio strategies. 
  5. Communicate with clients (ex. emails, meetings, phone calls, etc.) on an as needed basis regarding portfolio strategies, performance, and the market environment. 
  6. Provide top-level investment concierge services to existing clients. 
  7. Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements. 
  8. Support the goals and visions outlined by the Investment Committee impacting the Portfolio Management team. 

Experience/Education Requirements:

  1. Bachelor’s Degree in finance or related field required. 
  2. Minimum of eight (8) years of investment or wealth management experience required. Ten (10) years preferred.  
  3. Four (4) years of experience in the UHNW space preferred. 
  4. CFA charterholder, CFP® professional, CAIA, or another approved advanced credential required. 
  5. Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66). 

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